LJAC
REZ icon

L.J. Altfest & Co’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

L.J. Altfest & Co’s Portfolio REZ Stock Details REZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-37,349
Closed -$2.68M – 271
2022
Q3 		$2.68M Buy
+37,349
New +$3.05M 0.5% 33

Other funds holding REZ

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

L.J. Altfest & Co's REZ Position: Q4 2022 in Review

L.J. Altfest & Co sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2022, closing a stake of 37,349 shares — an estimated $2.68M sold.

L.J. Altfest & Co first reported a position in REZ in Q3 2022 and held it in 1 quarter. The position peaked at $2.68M in Q3 2022. 143 funds tracked by Wall St. Rank hold REZ as of Q4 2022.

  • L.J. Altfest & Co reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • L.J. Altfest & Co sold 37,349 iShares Residential and Multisector Real Estate ETF shares in Q4 2022, an estimated $2.68M.
  • L.J. Altfest & Co first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2022 and held it in 1 quarter.
  • L.J. Altfest & Co's iShares Residential and Multisector Real Estate ETF position peaked at $2.68M in Q3 2022.
  • 143 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2022.

Based on L.J. Altfest & Co's 13F filing for Q4 2022, filed 2 Feb 2023.